How big is Roanja Planning Inc.'s plan?

Roanja Planning Inc.'s plan reported $2.1M in assets and 35 participants for 2024.

Original filing (PDF)20250430102939NAL0001774769001

Roanja Planning Inc.

Name: Roanja Planning Inc. — Roanja Planning Inc. 401(k), Form 5500 (2024)
Creator: Roanja Planning Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Roanja Planning Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Roanja Planning Inc.'s Roanja Planning Inc. 401(k) Profit Sharing Plan & Trust held $2.1M in plan assets for 35 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Howard Wizenberg signed Roanja Planning Inc.'s 2024 Form 5500 as plan administrator.

Howard Wizenberg — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Roanja Planning Inc.'s EIN is 95-4307887.

EIN 95-4307887

Plan number 001

Plan year 2024

ACK ID 20250430102939NAL0001774769001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Roanja Planning Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Roanja Planning Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROANJA PLANNING INC.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off